FCIVX Mutual Fund

FCIVX Mutual Fund

NAV$13.75
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Returns Overview

1 Month
+8.32%
3 Months
-1.41%
6 Months
-3.88%
YTD
+5.90%
1 Year
+8.31%
3 Years (annualized)
+16.61%
5 Years (annualized)
+7.03%
10 Years (annualized)
+7.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCIVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+6.38%
vs Peers
-0.48%

FCIVX Mutual Fund Performance

FCIVX performance across multiple time periods: 1-month 8.32%, YTD 5.90%, 1-year 8.31%, 3-year 16.61%, 5-year 7.03%, 10-year 7.71%.

FCIVX returns trail the peer average of 6.38% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

FCIVX vs another fund shows side-by-side returns. FCIVX alternatives are available in the Mutual Fund Screener.